Connecting With Ultra-HNW Heirs By Fostering Family Trust
CFO News Room
FEBRUARY 2, 2022
But the challenges in working with affluent clients, I know, are far beyond just talking about the asset management issues. Estate planning is commonly a big point of discussion, as well. And that bake sale went on for about 15 years, and the money went back to Africa. They saw that there were elephants that needed help.
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